Position in NCNO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,377,420
+$485,770 QoQ
Shares Held
225,462
+118.1% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NCNO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Edgestream Partners, L.P. holds $100,864,032 across 29 Software - Application names. NCNO ranks #13 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APPF |
Appfolio Inc
|
70,110 | $11,064,760 | |
| 2 | ROP |
Roper Technologies Inc
|
25,912 | $9,169,220 | |
| 3 | DBD |
DIEBOLD NIXDORF, Inc
|
112,805 | $8,510,009 | |
| 4 | PAYX |
Paychex Inc
|
69,763 | $6,426,567 | |
| 5 | DUOL |
Duolingo, Inc.
|
60,827 | $5,995,717 | |
| 6 | FRSH |
Freshworks Inc.
|
620,537 | $4,982,912 | |
| 7 | MANH |
Manhattan Associates Inc
|
36,326 | $4,835,717 | |
| 8 | SPSC |
Sps Commerce Inc
|
73,103 | $4,069,644 |
All Filings in NCNO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,377,420 | 225,462 | Shares | Sole | 2026-05-18 | |
| 2025-06-30 | $2,891,650 | 103,384 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,021,954 | 292,026 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,926,643 | 116,934 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,474,065 | 78,318 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,004,607 | 31,943 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $282,357 | 8,396 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||